KS

Kian Sarreshteh

Co-Founder, CEO, Board Member at InvestiFi
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Since 2015, Kian has consulted with numerous Blockchain, cryptocurrency and FinTech-focused companies across the U.S. In 2015, he founded an IT recruiting and consulting company focused on financial technology and transformed the company into a multi-million dollar operation. Also in 2015, he acquired a 35-year-old background check company that focused on regulated industries including financial services. He led new product development, including the development of a Blockchain database to store background check records. Prior to his departure, Kian was instrumental in the company’s growth with a 50% increase in revenue. In 2020, Kian co-founded CryptoFi, Inc.— now known as InvestiFi.

Employment
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  • InvestiFi CEO Advocates Robo-Advisors for New Investors
    Kian highlights robo-advisors as a "great way to mitigate risk" for new investors, offering diversified portfolios. He notes community banks' growing role, suggesting they provide stability. Kian emphasizes transparency in performance expectations, with robo-advisors offering automatic rebalancing to counteract emotional decisions, potentially leading to better long-term outcomes.
  • Robo-Advisors: The Future of Wealth Management?
    Kian explains that robo-advisors, while not replacing human advisors, offer reliable investment advice through risk assessments. "Robo-advisors democratize access to financial advice with low fees and minimum investments," he says. They complement human advisors and provide services to those below the $25,000 threshold, benefiting financial institutions with additional revenue streams.
Recent Quotes
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  • InvestiFi is thrilled about its partnership with HiFin to further its vision of first principles investing through banks and Credit Unions. HiFin will build features native to Alkami that provide unique value for Account Holders specific to investing through retail FI’s.

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